In the competitive world of sales, having up-to-date sales data is crucial for sales representatives. Equally important is maintaining strict control over which accounts each rep can access. Sage X3 provides a straightforward solution to manage user access while ensuring that reps can still handle transactions related to their assigned accounts. This article delves into… Read More »
Data extraction is the process of retrieving data out of data sources for further data processing or data storage (data migration). In Sage X3, there folder which consists of this data backup is called as “SVG”. This folder is available in the below-mentioned path: Sage X3 Installation Folder> \<Folder Name>\ SVG To carry out the process of data… Read More »
In logistics and supply chain management, internal containers refer to the various types of packaging or storage units used to transport and store goods within a facility or during transportation. These containers can include pallets, boxes, packs, big bags, barrels, bins, and others. Assigning unique identifiers, such as license plate numbers, to these internal containers… Read More »
In Sage X3, the concept of “annual envelopes” refers to predefined budgets or allocations that are set aside for specific purposes within an organization, typically on an annual basis. These envelopes are often used to manage expenses, track spending, and allocate resources effectively across various departments or cost centers. The renewal of annual envelopes in… Read More »
In this blog, I’ll demonstrate how to allow X3 to access specific directories beyond its default folders. These external storages are useful places to keep documents. Below are the steps, simplified to the fullest extent. Step 1: You can find the directory at (…\runtime\cfg). Inside this directory, you’ll see a file named configRuntime. Before making… Read More »
This blog article will guide you through creating a workflow aimed at sending email notifications containing log files in the event of issues occurring within the Stock Accounting Interface or the WIP Accounting Interface. These problems typically stem from integration conflicts with the Stock or WIP interface or from operator queries disrupting other Sage X3… Read More »
In order to track time spent on a project, the budgeted time that was invested and employee time sheets must be reconciled. This requires that one must be able to determine if there are missing employee time sheets at all and if the correct time sheets were entered for all project employees at the location… Read More »
In Sage X3, the Work in Progress (WIP) valuation feature is designed to provide insight into the value of products that are in the production process but not yet completed. This value includes the cost of raw materials consumed, the labor time entered, and any stock receipts related to the ongoing production. The WIP valuation… Read More »
As we all know open items Open Item refers to a financial transaction or record that has not yet been fully processed, reconciled, or settled. Sage X3 provides a special function to group open items related to the operations saved for BP like invoices, credit memos etc. on a statement. We are allowed to create the… Read More »
In Sage X3, you can add a new report to a function on the different objects screen. When the standard reports are not sufficient, we use an existing report and customize it according to our requirements. We can also add the validations on report printing. For example, On the screen, the user wants to print… Read More »
